Member Info for zebbo

The resident waffler. Not sure who actually reads these posts. I sure dont .....yawnsville

No biggy. REAL deals need to take priority. Main market is a side show IMO

Damo - "You'll get 2 more dividends and a 'buyout' at average last 30 days SP" is that documented or your assumption?

Best bet IMO, buybacks dont always have the desired effect. If they came out and said 10p special + more to follow, that would drive the SP up IMO

So what will shareholders get back? Lets say it takes 6mths an we get another 2 dvd. Must be more than todays SP!!

I believe this challenge is the same facesd by NESF, FSFL etc

Let hope we get some output on the Q2 NAV & Operating Update due 19 November 2025. I need to digest BSIF info. They are addressing the elephant in the room, we have the same challenge.....

Yep, agree "fantastic news"

This mornings sellers will be tomorrows buys as FOMO does another round

Lots happening in the REE space. This will only build over the coming months, as we are perfectly placed

We cannot just wait for Juno. Good to see GEO grabbing the opportunity as it presented itself .

"Failing to recognise £7m of freight costs is a major mistake, and suggests that the business has poor financial controls. It's inevitable that investors will now start to question if other accounting mistakes have been made". Who will stay around to find out. Risk still scewed to the downside IMO, may look for a tech bounce if it drops further tomorrow

Im more of a contrarian anyway. So like to buy when I see value/opportunity, ideally when sentiment is poor and short term investors are pl$$ed off.

This approach has served me well over the last 25yrs :-)

Crazy SP & a great opportunity for those will a little vision and understanding of value. Near term target 20p+

Same on from TW and gang. Find a well followed stock, bash the share = more subscriptions, rinse repeat

"FTSE covers all" - true. But IIs generally buy segments of the market ie ftse 100 only or 250 only etc. So drop from FTSE 250 to 350 means some funds that own 250 companies only will be forced by their fund rules to sell NESF

AndersonSW - No, is the short answer. But I did ask about efficiencies (in general terms) and that it would be a good idea to include this in future comms. I came at it from the angle of using technology to reduce costs.

End of the day it comes down to trust. Improved comms and opportunity for investors to ask the tricky questions if they have a scratch to itch should help build this trust.

Like I said, Im happy to hold and will await the output from the strategic review. Lets see how that sets us up for the future

Thats the reason given for under performance against solar peer group. We dropped from the FTSE 250 to FTSE350, which means funds need to adjust holdings

Is my bet looking at the trades yesterday and today. Absolutely zero reason for the sell off, we have just had a corp update, things could not be more positive

I will be adding tomorrow if there is further weakness, opportunity knocks :-)

Forgot to mention, also touched on recycling assets to best effect to take advantage of CFDs etc. Again I expect an update on this, as part of the strategic review

Folks, outline of what was covered on todays 35 min call. 3 of the NESF management team attended , inc Steve Rosser who most may be familiar with. Was pleasantly surprised as I expected a 121 with the IR lead Peter Hamid

Rather than going down a single rabbit hole on a particular subject . I approached this from a higher level, to get a personal feel for what NESF are currently doing and areas of interest, plus whether I should remain a shareholder.....

Areas touch upon;

Current SP - attributed to move from the FTSE250 to the 350

Divi - covered from operations not asset sales

FSFL approach - not in the best interests of shareholders

Buyback - not having enough impact on the SP/NAV, so paused

Growth/ NAV - more information to come "perhaps at the next scheduled update", once the ongoing strategic review is complate and the new chair is in place. Also how NESF tap in to the gov's 2030 goals, part of the strategic review

**My one ask of the management was for improved shareholder comms, with more focus of what they are doing re growth, technology, inovation and more Q&A sessions. This should give those with more knowledge in certain areas to ask the more in depth questions inc finance :-) **

Net net, mgmt are running the show, Im a shareholder without the deeper knowledge of how the business / accounting rules are implemented under the hood. This seems to be open to peoples interpretation (not saying this is right or wrong).

However I did come away from the meeting feeling that my ask landed around improved communications/transparancy and that in turn should build better investor confidence.

So, will remain invested and await to see what comes of the strategic review and how comms improves